NWM ADVISORS, LLC
SAN LUIS OBISPO CA · SEC CIK 0002098824
$1.10亿2026Q1 申报市值
23持仓数
80.5%前十大占比 · 第一大 29.7%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VO 加仓+$324.28万
VOO 加仓+$221.51万
SCHA 加仓+$42.85万
BRK/B 加仓+$31.58万
FDL 加仓+$27.80万
2026Q1 卖出最多 按季末市值估算
UBER 清仓-$288.58万
THE ALGER ETF TR 减仓-$156.94万
CWBC 清仓-$72.97万
XLE 减仓-$33.34万
JPM 减仓-$20.74万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,260.67万 | 29.70% | 54,567 | 3,707 | 7.3% | $221.51万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $1,270.44万 | 11.57% | 111,130 | -1,789 | -1.6% | -$20.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $968.94万 | 8.83% | 20,220 | 659 | 3.4% | $31.58万 | 加仓 |
| VO | VANGUARD INDEX FDS | $595.89万 | 5.43% | 20,750 | 11,292 | 119.4% | $324.28万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $571.36万 | 5.20% | 196,478 | 14,734 | 8.1% | $42.85万 | 加仓 |
| AAPL | APPLE INC | $476.47万 | 4.34% | 18,774 | -266 | -1.4% | -$6.75万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $441.38万 | 4.02% | 15,005 | -705 | -4.5% | -$20.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $426.67万 | 3.89% | 24,465 | -583 | -2.3% | -$10.17万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $426.33万 | 3.88% | 19,739 | -742 | -3.6% | -$16.03万 | 减仓 |
| V | VISA INC | $395.80万 | 3.61% | 13,096 | 85 | 0.7% | $2.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $366.78万 | 3.34% | 9,908 | 638 | 6.9% | $23.62万 | 加仓 |
| — | THE ALGER ETF TRUST | $323.57万 | 2.95% | 173,108 | -83,963 | -32.7% | -$156.94万 | 减仓 |
| VGT | VANGUARD WORLD FD | $267.02万 | 2.43% | 3,827 | 150 | 4.1% | $10.47万 | 加仓 |
| ALAI | THE ALGER ETF TRUST | $244.15万 | 2.22% | 73,895 | 2,676 | 3.8% | $8.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $236.14万 | 2.15% | 3,631 | 85 | 2.4% | $5.53万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $229.19万 | 2.09% | 30,497 | -198 | -0.6% | -$1.49万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $154.63万 | 1.41% | 15,718 | -1,634 | -9.4% | -$16.08万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $118.50万 | 1.08% | 8,101 | 1,681 | 26.2% | $24.59万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $82.55万 | 0.75% | 16,250 | 5,473 | 50.8% | $27.80万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $39.16万 | 0.36% | 393 | -136 | -25.7% | -$13.55万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $31.00万 | 0.28% | 5,060 | -5,442 | -51.8% | -$33.34万 | 减仓 |
| CAT | CATERPILLAR INC | $28.41万 | 0.26% | 401 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $23.03万 | 0.21% | 2,172 | -64 | -2.9% | -$6,785 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -35,318 | -100.0% | -$288.58万 | 清仓 |
| CWBC | COMMUNITY WEST BANCSHARES NE | $0 | 0.00% | 0 | -32,430 | -100.0% | -$72.97万 | 清仓 |